Wealth Advisor: Goal- Planning & Investments
Job in
Paterson, Passaic County, New Jersey, 07544, USA
Listed on 2026-07-01
Listing for:
TD
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
TD in Paterson, New Jersey seeks a Financial Advisor to guide clients on financial planning and sell investment solutions. This role includes onboarding clients, understanding their financial goals, and delivering exceptional service throughout their relationship with TD.
The ideal candidate has 2+ years of relevant experience, a Bachelor’s degree, and skills in communication and sales. The position emphasizes maintaining client relationships and achieving sales goals, with a strong focus on client satisfaction.
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